revolution-group,-llc Research by SuperAGI

Overview

Revolution Group, LLC, headquartered in Omaha, Nebraska, is a full-service wealth management and financial advisement firm established by Ryan M. Fleischer. Operating under the brand Revolution Capital, LLC, it is a registered investment advisor with the SEC, focused on delivering sophisticated investment advisory, family office services, and portfolio management for high net worth individuals, families, and institutional clients. It exemplifies the Real Fiduciary™ Standard, ensuring services are in the client's best interest.

In addition to wealth management, Revolution Group operates in the investment banking and finance industry, offering diverse technology solutions, including Managed IT services, CRM, and ERP solutions. The company is a certified Salesforce partner, specializing in cloud-based ERP deployment through platforms like NetSuite and Plex Manufacturing Cloud.

Leadership

The leadership team is spearheaded by Ryan M. Fleischer, the Founder, Chairman, and CIO, who possesses a robust background in family business and investments. Fleischer holds advanced degrees from the Yale School of Management and the EDHEC Risk Institute of London and certifications as RFC, CEPA®, and CAIA®. His innovation in wealth management includes democratizing access to private equity instruments.

Megan B. Fleischer, as COO since 2019, transitioned from a career in education and enhances the firm's operational efficacy. Chad A. McKown, a Wealth and Relationship Advisor added in 2022, contributes his expertise in optimizing financial portfolios for clients.

Key Personnel in IT Division

Rick Snide: CEO

Cindy Snide: Marketing Director

Don Robertson: Sales Director

Gary Dyer: Managing Director, Technology Services

Business Model and Services

Revolution Group capitalizes on an entrepreneurial spirit to provide tailored wealth management strategies and innovative financial solutions. The firm's services extend beyond the traditional scope, encompassing business advisement, transition services through its insurance agency, and tax planning via Revolution Tax, LLC.

In its technology division, Revolution Group provides targeted business transformation solutions for professional services organizations and manufacturers. As a Salesforce and cloud ERP specialist, the firm is strategically aligned with small and medium businesses, especially in manufacturing and professional services.

Financial Data

Estimated Annual Revenue: $5.6 million

Revenue Per Employee: $116,000

Total Employees: 48

Employee Dynamics

Employee Growth: -2% over the last year, indicating a slight reduction in workforce.

Core Values and Philosophy

The firm upholds core values centered around client-first service, innovation, growth, integrity, and execution. It approaches wealth management with a commitment to challenging the status quo and leveraging multiple financial planning perspectives to achieve exceptional client outcomes.

Strategic Vision

Ryan Fleischer envisions Revolution Group becoming the premier custom wealth management group nationwide, leveraging rapid expansion, innovative service models, and delivering world-class financial outcomes.

Competitive Analysis

Revolution Group, LLC contends with competition from firms providing similar services:

Top Competitors

1. Admiral Consulting Group

Specializes in Microsoft Cloud Solutions and ERP.

Located in New Jersey.

2. LuxSys

Focus: IT solutions, including ERP, CRM.

Based in Buenos Aires, Argentina.

3. Thinkmax Consulting

Specializes in Digital Transformation, ERP, CRM.

Offices across North America.

4. DUOK

Focus: Software development and system maintenance.

Based in Spain.

5. Forward Media Group, SQC, and Onesmarter also stand as competitors through their engagement in diverse industry sectors.

Strategic Positioning

Revolution Group distinguishes itself by focusing on Salesforce and cloud ERP solutions, making it a strong competitor in markets dominated by general IT service offerings. Its positioning in Westerville, Ohio, provides strategic advantages in servicing mid-market businesses.